See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 6-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,585 | $167,307-55.4% | $143,757-48.1% | $134,475-44.5% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -29.47% | 0.46%-29.9pp | -0.04%-29.4pp | 417.96%-447.4pp |
| Employer contribution / active EE | $2,119 | $5,619-62.3% | $4,951-57.2% | $4,740-55.3% |
| Participant deferral / active EE | $8,805 | $6,446+36.6% | $5,637+56.2% | $6,400+37.6% |
| Admin fee / account holder | $1 | $18,088-100.0% | $14,673-100.0% | $11,426-100.0% |